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Elevance Health
ELV

Overview Fund Activity

842 hedge funds and large institutions have $43.1B invested in Elevance Health in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
21.02%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.7%
New
66
Increased
268
Reduced
355
Closed
63
Calls
$159M
Puts
$321M
Net Calls
-$162M
Net Calls Change
-$53.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$142M
3
N
Natixis
France
+$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$111M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$102M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$772M
2
OAG
Orbis Allan Gray
Bermuda
-$256M
3
VVP
Vulcan Value Partners
Alabama
-$155M
4
Brown Advisory
Brown Advisory
Maryland
-$110M
5
AIM
Assured Investment Management
New York
-$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
676
Ballentine Partners
Massachusetts
$284K -$10.7K -56 -4%
AW
677
Alpha Windward
Massachusetts
$283K -$6.83K -36 -2%
HCM
678
Hollencrest Capital Management
California
$278K +$27K +142 +11%
APP
679
Avantax Planning Partners
Iowa
$277K -$2.09K -11 -0.7%
MC
680
Matisse Capital
Oregon
$275K – – –
HPC
681
HM Payson & Co
Maine
$274K – – –
FP
682
FDO Partners
Massachusetts
$274K +$274K +1,442 New
CA
683
Clearstead Advisors
Ohio
$271K -$2.85K -15 -1%
ITIM
684
Indiana Trust & Investment Management
Indiana
$269K – – –
SB
685
Simmons Bank
Arkansas
$269K +$269K +1,412 New
LCM
686
Landscape Capital Management
New Jersey
$265K +$265K +1,393 New
CCIA
687
Campbell & Co Investment Adviser
Maryland
$262K -$102K -537 -28%
ACM
688
Americafirst Capital Management
California
$260K +$260K +1,361 New
GFPC
689
Global Financial Private Capital
Florida
$256K +$256K +1,348 New
QCG
690
Quadrant Capital Group
Ohio
$255K +$2.35K +13 +0.9%
Cohen & Steers
691
Cohen & Steers
New York
$252K -$14.1K -74 -5%
BG
692
Bahl & Gaynor
Ohio
$248K – – –
FA
693
FMA Advisory
Pennsylvania
$248K +$190 +1 +0.1%
FMLI
694
Fukoku Mutual Life Insurance
Japan
$247K – – –
PL
695
Plancorp LLC
Missouri
$246K – – –
FANJ
696
Financial Architects (New Jersey)
New Jersey
$243K -$4.92K -26 -2%
PL
697
Perpetual Ltd
Australia
$239K – – –
GJIC
698
Gamble Jones Investment Counsel
California
$236K – – –
MCM
699
MAI Capital Management
Ohio
$234K – – –
DR
700
Davis Rea
Ontario, Canada
$228K -$19K -100 -8%
26 27
28
29 30